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Vitalik redefines L2, bear markets, super liquidity expansion: funds are uneasy
Written by: Unchained
Translated by: White Talk Blockchain
At the crossroads where cryptocurrency and artificial intelligence intertwine, a paradigm shift regarding "control" and "efficiency" is underway. This issue of "Uneasy Money" features an interview with three top builders from the Ethereum ecosystem, providing an in-depth analysis of the two most cutting-edge developments on the chain:
One is the restructuring of the relationship between Ethereum and its L2 ecosystem. When the mainnet performance exceeds expectations, is L2 merely a patch or the future application hub?
The other is the explosive rise of AI Agents. These "autonomous" codes are not only frequently deploying assets on chains like Base but are also beginning to "defend their rights" on GitHub.
From Vitalik's latest shift to
ETH8,92%
OP9,63%
SOL11,61%
CLANKER13,01%
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Techub News: Investment firm Variant's Chief Legal Officer Jake Chervinsky announces resignation from full-time work and will transition to an advisory role.
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Techub News reports that, according to The Wall Street Journal, Erebor Bank, a cryptocurrency-friendly bank, has become the first new bank to receive a national charter during the second term of the Trump administration. The bank's startup capital reaches $635 million, claiming to fill the market gap left by the collapse of Silicon Valley Bank. The bank was founded by early Trump supporter in the tech industry Palmer Luckey, with investors including Lux Capital, a16z, 8VC, Elad Gil, and Founders Fund under Peter Thiel.
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Techub News reports that Bitcoin mining company Bitdeer has updated its Bitcoin holdings data. The company mined a total of 152.8 Bitcoins this week and sold 121.6 Bitcoins. As of February 6, Bitdeer holds a total of 1039.5 Bitcoins (excluding customer deposits).
BTC8,33%
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Techub News: The U.S. Commodity Futures Trading Commission (CFTC) Market Participants Division reissued CFTC Staff Letter No. 25-40, with a limited revision to the definition of "payment stablecoins." The revised provisions explicitly state that National Trust Bank can serve as an authorized issuer of payment stablecoins.
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Techub News Report: According to CoinAnk data, in the past 12 hours, the total liquidation across the entire network reached $318 million, with long positions liquidated at $80.8 million and short positions at $237 million.
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Techub News reports that, according to SoSoValue data, on February 6th Eastern Time, the US XRP spot ETF had a net inflow of approximately $15.16 million. Among them, Canary ETF XRPC had a single-day net inflow of about $2.93 million; Bitwise ETF XRP had a single-day net inflow of about $8.29 million; Franklin ETF XRPZ had a single-day net inflow of about $3.94 million; Grayscale ETF GXRP and 21Shares ETF TOXR had no net inflow or net outflow.
XRP11,67%
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Techub News: NBA star "Greek Freak" Giannis Antetokounmpo announces his entry as a shareholder in Kalshi. Giannis Antetokounmpo currently plays for the NBA Milwaukee Bucks.
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Disembark at the station, as the historic wheels roll on—Rollups
Article by: Shi Xingguo
1. Prologue: The Collapse of Consensus and the "Lighthouse" Turnaround
Blockchain news is never in short supply. Compared to the recent sharp decline in Bitcoin, what is more explosive is Vitalik's brief statement, which resonated loudly in the Rollups space, adding a tragic footnote to this technological route that has spanned over five years.
In February 2026, Vitalik Buterin posted a series of stern reflections on social media and the Ethereum research forum, undoubtedly a heavy bombshell thrown into the deep waters of the industry. It triggered a widespread "scaling roadmap earthquake" controversy. He pointed out that the current
BTC8,33%
ETH8,92%
L1-2,39%
DEFI8,21%
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Techub News report, according to X user Ai Aunt's monitoring, nemorino.eth bought 6,250 Ethereum on-chain in the past 1 hour, worth approximately $12.91 million.
ETH8,92%
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Techub News reports that, according to The Block, the MegaETH Foundation announced it will use the revenue generated from the USDM stablecoin to fund the MEGA token buyback program. Additionally, the MegaETH Foundation outlined three key performance indicators (KPIs), including stablecoin circulation and application adoption targets, which can independently trigger MEGA token generation events.
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Techub News: Tether announces a strategic investment in the t-0 network. The t-0 network is a settlement platform designed specifically for licensed financial institutions, aiming to utilize USDT as the core infrastructure to enable instant and low-cost cross-border payments. The network adopts a non-custodial architecture, recording and matching transactions between institutions, and settling only the net differences.
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Techub News: Galaxy Digital announced that its board of directors has approved a stock repurchase program, authorizing the repurchase of up to $200 million of Class A common shares. The share repurchase program is valid for 12 months, can be suspended or terminated at any time, and the company is not obligated to repurchase any specific amount of common shares.
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Techub News: According to documents disclosed by Bloomberg senior ETF analyst Eric Balchunas, 21Shares has submitted an S-1 registration statement regarding the Ondo ETF to the U.S. SEC.
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Techub News Report, Crypto In America journalist Eleanor Terrett citing sources said that the next round of talks between the White House and cryptocurrency institutions regarding stablecoin yields is scheduled for Tuesday. The meeting will still involve banking officials, but this time, in addition to bank representatives, representatives from individual banks and industry associations will also attend.
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Techub News reports that, according to Onchain Lens monitoring, Circle has issued an additional 1.5 billion USDC on Solana over the past 9 hours. As of now, Circle has issued a total of 14.75 billion USDC on Solana by 2026.
USDC-0,03%
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